James Tyrpak
James Tyrpak is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Williamsville, NY, with 41 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
6622 Main St, Ste 6, Williamsville, NY, 14221
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Regulatory History (1)
Customer Dispute
March 2006Other Business ActivitiesSells Insurance
James is an independent insurance agent for various companies through Tyrpak Financial Associates Inc, dedicating about half of his time to this and trading. He also serves as an advisory representative of an RIA and is involved with other organizations as a board member or plan trustee.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
Cna Investor Services, INC.Broker
Cna Investor Services, INC.Broker
Advantage Capital CorporationBroker
American Capital Financial Services, INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.